Joe Mclean Email & Phone Number

Plymouth Meeting, PA

• Completed company training and NMLS pre-licensing requirements
• Passed the SAFE Mortgage Loan Originator test June 3, 2015
• Originated Conventional, FHA, VA, and USDA purchases and refinances

Bethlehem, Pennsylvania

- Monitored and evaluated the sales calls of Credit Advisors, working with them one on one and in group coaching sessions to improve their sales percentages and total sales dollars.- Led sales calls with team members to establish best defined practices to be used on their calls.- Encouraged and supported others in developing their craft.

- Provided outstanding service to current and potential customers, in a call center environment, on both outbound and inbound sales teams.

- Retained customers that were calling to cancel their memberships,by sharing product knowledge with customers and making personal recommendations.

Verified all aspects of prescriptions.Processed prescription drug insurance claims. Trained new employees on computer systems and departmental policies.

Managed and coached a team of twenty; emphasized improving customer impact, save percentage, and balance transfers.Awarded the Bank of America Spirit Celebration Award in 2005.Led my team to a company record, $5 million dollars in balance transfers in a month.

Increased sales volume of client list by 35-40% after only one year.Handled wholesale floral sales for over 200 customers.Established excellent rapport with retail florists and staff.

Assisted store owner with payroll and employee scheduling.Trained employees on the computerized register and customer interactions.Evaluated store inventory and ordered new merchandise.